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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,383 | $175,231+49.7% | $149,696+75.3% | $139,466+88.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.27% | 166.77%-150.5pp | 134.46%-118.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $17,377 | $5,478+217.2% | $4,821+260.5% | $4,754+265.5% |
| Participant deferral / active EE | $7,438 | $6,521+14.0% | $5,682+30.9% | $6,712+10.8% |
| Admin fee / account holder | $85,893 | $16,155+431.7% | $13,212+550.1% | $11,409+652.9% |